Intra-fund Financial Adviser - 12 Month Fixed Term Contract

REST Industry Super

Sydney, Australia
On-site
Provide intra-fund advice
Act in best interest of member
Complete statements of advice
Provide high quality superannuation, insurance and intra-fund advice to Rest members and their families by phone, video or face to face

Job Summary

  • Provide high quality superannuation, insurance and intra-fund advice to Rest members and their families by phone, video or face to face.
  • Rest is one of Australia’s largest profit-to-member superannuation funds, supporting over two million members with around $100 billion of funds under management.
  • Benefits include personal and professional development opportunities, hybrid working, purchase leave scheme, and gender-neutral paid parental leave.

Matching Summary

Provide high quality superannuation, insurance and intra-fund advice to Rest members and their families by phone, video or face to face.

Skills & Requirements

Must-have

  • Provide intra-fund advice
  • Act in best interest of member
  • Complete Statements of Advice
  • Comply with AFSL requirements
  • Keep up to date with legislation

Nice-to-have

  • Articulate value of advice
  • Engage members via multiple channels
  • Attend employer work sites
  • Share Rest's values and behaviours

Key Requirements

  • Financial Planning qualifications (FASEA)
  • Completed Professional Year
  • Maintained CPD
  • Currently on ASIC Adviser Register
  • Right to work in Australia

Work Rights

Right to work in Australia

Tailored Resume

Cover Letter